Field service is work carried out by technicians or other staff at a customer’s location or another site outside the office. It can include installation, inspection, maintenance, repairs, and technical support.
A field service process often includes receiving a service request, scheduling an appointment, assigning a technician, preparing a work order, and providing the tools and parts needed for the job. In the field, the technician can record work completed, time spent, parts used, and the customer’s approval. The office can then use these updates to manage follow-up work, inventory, and invoicing.
When field service is connected to an ERP system, office and field teams can work with shared information. This helps the company track each job from the customer request through completion and billing.
